QuickStart Guide Concur Travel

1 QuickStart Guide Concur Travel Proprietary Statement This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc., Redmond, Washington. If you are an active Concur client, you do not need written consent to modify this document for your business needs. If you are not an active Concur client, no part of this document may be reproduced, transmitted, stored in a retrievable system, translated into any language, or otherwise used in any form or by any means, electronic or mechanical, for any purpose, without the prior written consent of Concur Technologies, Inc.

2 Information contained in this document applies to the following products in effect at the time of this document s publication: Concur Travel QuickStart Guide The above product(s) and the information contained in this document are subject to change without notice. Accordingly, Concur Technologies, Inc. disclaims any warranties, express or implied, with respect to the information contained in this document, and assumes no liability for damages incurred directly or indirectly from any error, omission, or discrepancy between the above product(s) and the information contained in this document.

3 Revised April 29, 2013 Copyright 2009-2013 Concur Technologies, Inc., Redmond, Washington. All rights reserved. Concur , Concur Expense , Concur , Concur Travel , Concur Meeting and their respective logos are all trademarks of Concur Technologies, Inc. All other company and product names are the property of their respective owners. Published by Concur Technologies, Inc. 18400 NE Union Hill Rd Redmond, Washington 98052 Section 1: Log on to Concur ..4 Section 2: Explore the My Concur Page ..5 Customize My Concur ..6 Section 3: Update Your Travel Profile ..7 Step 1: Change Your Password.

4 7 Step 2: Change your Time Zone, Date Format, or Language ..8 Step 3: Update Your Personal Information ..9 Step 4: Set Up a Travel Arranger or Assistant ..10 Section 4: Make a Travel Reservation ..11 Step 1: Make a Flight Reservation ..11 Step 2: Select a Car ..15 Step 3: Select a Hotel ..16 Step 4: Complete the Reservation ..17 Section 5: Cancel or Change an Airline, Car Rental, or Hotel Reservation ..18 Section 6: Action Buttons and Icons ..19 Welcome to Concur Travel Welcome to Travel , Concur s powerful employee Travel management solution that enables you to create Travel bookings online.

5 Concur s Travel feature enables you to: Search the same vendor inventory that your Travel agency uses. Find, coordinate, and reserve your airline, rental car, hotel, rail, limo, or dining reservations for your business Travel . Comply with your company s Travel policy when booking your Travel . Section 1: Log on to Concur How Additional Information 1. Log on to Concur following your company s logon instructions. Your password is case sensitive. If you are not sure how to log on, check with your company s administrator. Section 2: Explore the My Concur Page The My Concur page includes several sections that make it easy for you to navigate and find the information you need.

6 How Additional Information Use the Trip Search section. This section provides the tools you need to book a trip with any or all of these: flight, car, hotel, limo, and dining. This section appears on My Concur only if your company uses Travel . Explore the Trip List section. This section lists your outstanding trips. Explore the Trips Awaiting Approval section. This section lists the trips awaiting your approval. This section appears on My Concur only if you are a Travel approver. Explore the Travel Info section. This section provides contact information for help with booking Travel and general Travel information.

7 Customize My Concur You can move the panes around the My Concur page to better meet your needs. Click the top bar of a pane and drag it to a new position on the page. Section 3: Update Your Travel Profile Before you use Travel for the first time, update your profile. You must save your profile before you first attempt to book a trip in Travel . If you are a Travel arranger, select the profile that you want to edit from the You are Administering Travel For dropdown menu (at the top of the Profile page). Step 1: Change Your Password Your company decides if you can change your password.

8 If allowed, you will change your password on the Profile tab. How Additional Information 1. On the My Concur page, select Profile from the menu at the top of the page. 2. On the Profile submenu, click Change Password. If your company uses Single Sign On, you access Travel via your company s intranet. If that is the case, you will not see this option on the Profile menu nor will you be able to change your password. 3. In the Old Password field, enter your current (temporary) password. To change your password, you need to know your old or temporary password. 4. In the New Password field, enter your new password.

9 5. Verify your new password by re-entering it in the Re-enter Password field. 6. Enter a word or phrase in the Password Hint field to act as a reminder if you forget your password, and then click Save. Section 3: Update Your Travel Profile (Continued) Step 2: Change your Time Zone, Date Format, or Language How Additional Information 1. On the My Concur page, click Profile on the menu at the top of the page. You can change the system and regional settings (number, currently, date, and time format). 2. On the Profile submenu, click System Settings. The submenu is listed horizontally under the Profile tab.

10 You can also hover over the Profile tab to view a dropdown version of the submenu. 3. On the System Settings page, update the appropriate information, and then click Save. Section 3: Update Your Travel Profile (Continued) Step 3: Update Your Personal Information How Additional Information 1. On the My Concur page, click Profile on the menu at the top of the page. 2. On the Profile submenu, click Personal Information. The submenu is listed horizontally under the Profile tab. You can also hover over the Profile tab to view a dropdown version of the submenu. 3.